{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/aac3a8e3782949cc8d6391b0c6c75a71\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/aac3a8e3782949cc8d6391b0c6c75a71-57d19170f2742158.gif","duration":273.266667,"title":"Cash Basis by Customer Report","description":"In this video, I walk you through how to run the Cash Basis by Customer report, which is essential for reviewing detailed financial activity at the invoice and customer level. I demonstrate how to apply various filters, including location and GL codes, to tailor the report to your needs. You'll learn how to interpret the results, including the accrual and cash columns, and how to access detailed invoice information. I encourage you to adjust the date range and explore the optional filters for more specific insights. Finally, remember that you can export the report in CSV or PDF format for your records."}